“The SpaceX prospectus is truly the first real blueprint for what is the East India company of space… The bottom rung is space launch capability. Right now, SpaceX launches 80% of the mass in space. Its next closest competitor is the government of China, and it's not close.”
Prof G Media · Tech Strategy & Big Tech · October 2026
Tyrangiel is describing the businesses SpaceX and Blue Origin are each trying to build as a ladder, with launch capacity as the bottom rung. This was his opening answer to Scott Galloway on the rivalry between Musk and Bezos in space.
Transcript
The SpaceX prospectus is truly the first real blueprint for what is the East India company of space. You have to think of the business that both Blue Origin and SpaceX are imagining as a kind of ladder. The bottom rung is space launch capability. Right now, SpaceX launches 80% of the mass in space. Its next closest competitor is the government of China, and it's not close.
Josh, where does this podcast find you?
I'm in the Atlantic office in Soho. It's delightful.
And what's the weather like in New York? I'm not there right now.
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